When we send a quote out of QuickBooks, the first thing our potential customer sees at the top of the email is a prominent blue box stating:
"Due [Expiration Date of Quote] $[TOTAL OF QUOTE]", followed by "Review & Approve."
This formatting can be misleading. The customer has not yet agreed to purchase anything, so nothing should be marked as "due." While the Due Date may be intended to indicate when the quote expires, it gives the impression that we've already placed an order and are requesting payment—when in fact, the customer has only requested pricing information.
We believe it is inappropriate to request payment from a customer for a quote on products they have neither ordered nor received. While this may not be the intended message, the current formatting gives that impression to our Customers.
QuickBooks Customer Service has stated that this is a QB limitation and cannot be changed or removed.
There should also be a way to identify who approves a quote when it is done through the provided link. Currently, we receive an email confirmation that the quote was approved, but it does not indicate who approved it.
QuickBooks Customer Service did advise us that he more people that provide feedback for the same issue, the better the chance of them doing something about it!!!
